$191 Million is the total value of ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's 112 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVS | Exit | CVS HEALTH CORP | $0 | – | -2,298 | -100.0% | -0.12% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -1,821 | -100.0% | -0.13% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -3,933 | -100.0% | -0.14% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -3,497 | -100.0% | -0.15% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -5,560 | -100.0% | -0.23% | – |
| TPR | Exit | TAPESTRY INC | $0 | – | -10,814 | -100.0% | -0.24% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -4,244 | -100.0% | -0.24% | – |
| IOO | Exit | ISHARES TRglobal 100 etf | $0 | – | -8,614 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 8 | Q3 2023 | 7.7% |
| APPLE INC | 8 | Q3 2023 | 5.0% |
| ISHARES TR | 8 | Q3 2023 | 5.4% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 4.2% |
| ISHARES TR | 8 | Q3 2023 | 5.2% |
| GLOBAL X FDS | 8 | Q3 2023 | 3.7% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 4.6% |
| GLOBAL X FDS | 8 | Q3 2023 | 2.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.9% |
| GLOBAL X FDS | 8 | Q3 2023 | 2.6% |
View ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-03 |
View ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.